Osprey Private Wealth LLC - Portfolio overview

Osprey Private Wealth LLC has 83 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. GOOG - ALPHABET INC CAP STK CL C, 7.89%
  2. NVDA - NVIDIA CORPORATION COM, 6.20%
  3. JPM - JPMORGAN CHASE & CO COM, 4.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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